Kaufman & Zinsmeister Md Pa — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Kaufman & Zinsmeister Md Pa (EIN 52-1193819) is a plan sponsor located in Silver Spring, MD with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
52-1193819
Location
Silver Spring, MD
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Kaufman & Zinsmeister Md Pa

  • 1 loaded plans hold $3K in reported assets.
  • The largest, Kaufman & Zinsmeister Md Pa 401(K) Profit Sharing Plan & Trust, holds 100% of this company's reported plan assets.
  • Plans cover 6 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3KSummed across loaded plans$2,953
Total reported assets$3K$2,953
Total reported participants6
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3K total assets
Net assets$3KLiabilities$0
Contributions & income
Employer contributions$436
Participant contributions$1.2K
Total income / additions$22.4K
Expenses & distributions
Benefits paid / distributions$530.4K
Total expenses$531.2K
Net increase / (decrease)-$508.8K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Kaufman & Zinsmeister Md Pa 401(K) Profit Sharing Plan & Trust
Participants per plan6Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Kaufman & Zinsmeister Md Pa. Open one for its full reported snapshot.

  1. 2023
    Kaufman & Zinsmeister Md Pa 401(K) Profit Sharing Plan & Trust6 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Kaufman & Zinsmeister Md Pa report on Form 5500?
Kaufman & Zinsmeister Md Pa (EIN 52-1193819) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Kaufman & Zinsmeister Md Pa?
The Employer Identification Number (EIN) reported for Kaufman & Zinsmeister Md Pa is 52-1193819.
What is the latest Form 5500 filing year for Kaufman & Zinsmeister Md Pa?
The latest loaded Form 5500 filing year for Kaufman & Zinsmeister Md Pa is 2023.

Related Form 5500 pages